Looking at how you build and manage your SRI/ESG strategy

Learning objectives

In this session we covered…

Looking at how you build and manage your SRI/ESG strategy

Learning objectives

In this session we covered…

Looking for an introduction or useful refresher on UK tax for savings and especially offshore bonds? Here we take it all the way back to the essentials.

Learning objectives

In this session we covered…

Active. Passive. Multi-Asset. Evidenced Based. Advisory. Discretionary. There’s plenty of jargon there but what do they all mean? How do they work? Is it possible to work out which one is best?

Learning Objectives

In this session we covered…

Explore the basics of ethical investing.

Learning objectives

In this session we covered…

State Pensions are an important part of many peoples’ financial plansplans and in this video we explore the considerations.

Learning objectives

In this session we covered…

Foundation amounts

In 2013, we set out with a simple ambition: To create an informal gathering designed by paraplanners for paraplanners to exchange views, learn things, fix things and share things.

Taking inspiration from the unique quality of teepees to create space for conversation and cooperation in-the-round, we settled on the idea of staging an unconference event held in rolling countryside under open skies – in teepees.

And because of the teepees’ association with Native American tradition, we named the event the Paraplanners Powwow. The language and imagery and props and furnishings we adopted drew on the depictions of the 19th century United States popularised in ‘Western’ films and TV.

Despite being intended as a one-off event, the organising principles adopted for that original event proved compelling.

So much so, in fact, that paraplanners who attended the very first Powwow decided to organise their own events: Powwow Up North was born, and then Powwow Down South, and then Powwow North of the Border, and so on and so on.

The Paraplanners Powwow name stuck and so we stuck with the whole Powwow theme.

But in recent weeks we’ve had plenty of reasons to think again about persisting with the ‘Powwow’ theme – not least because we received an email challenging us directly about our adoption and use of the powwow idea, naming and associated branding.

To be confronted with the idea that our events contribute to cultural appropriation of Native American tradition and, in doing so, perpetuate prejudice has been upsetting. And we know that participants in our events would feel exactly the same as us.

But as organisers, we should have recognised the harm that the adoption of the powwow would cause. We didn’t and we are sorry.

What we can do is make changes now.

We have already begun to take steps to remove the Powwow and Howwow names and end the use of imagery and props that contribute to cultural appropriation of Native American tradition.

That’s why, from now on, we’re the Paraplanners Assembly.

And although we’re changing our name, the idea that’s made our events and the community that’s flourished around them remains exactly the same: To create informal gatherings designed by paraplanners for paraplanners to exchange views, learn things, fix things and share things.

We’re learning from our mistakes. We’re fixing it. And – today – we’re sharing our news.

We’ll be publishing details of new events coming up and will see you at an Assembly soon.

From revision tips from seasoned exam sitters to thoughts on how to study together in groups, a group of paraplanners share best practice on revision and exam preparation.

Learning objectives

In this session we covered…

Autoenrolment has led to millions of people going into DC pension schemes. But a little birdie called the Financial Conduct Authority, found out in their 2017 Financial Lives Survey, that despite people getting a statement every year, only 52% read theirs and only 23% say they understood it ‘very well’.

To address this, Quietroom were tasked to write and design a new Standard Annual Statement – a statement that would provide people with information they needed presented in a way they could understand.

Why is all this relevant to Paraplanners?

Having spent 18 months collaborating with the DWP, Eversheds, and in consultation with lots of different parties and over that time, Quietroom learnt lots of lessons. Many that are relevant to Paraplanners and our ongoing task to turn the complex into something meaningful to clients in reports.

Learning objectives

In this session we covered…

In this session we explore the practical implications of PROD for Paraplanners.

Learning objectives

In this session we covered…